Filed June 8, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Participant co... | $170,064 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ Service code 10 · EIN 47-0625816 | Accounting | $13,416 |
SEIM JOHNSON, LLP1 year Filed as: SEIM JOHNSON Service code 10 · EIN 47-6097913 | Accounting | $5,800 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,116 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Service code 16 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,975 | $67,512+3.6% | $185,823-62.3% | $93,030-24.8% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 14.33% | 21.04%-6.7pp | 122.05%-107.7pp | 158.70%-144.4pp |
| Employer contribution / active EE | $2,668 | $1,783+49.6% | $5,167-48.4% | $2,706-1.4% |
| Participant deferral / active EE | $5,154 | $3,035+69.8% | $5,568-7.4% | $4,562+13.0% |
| Admin fee / account holder | $93 | $318-70.7% | $16,237-99.4% | $152-38.6% |